ALPHA — TOKENIZED EQUITY
Tokenized equity
Shares that trade as tokens. Who issues them, what the holder actually owns, and where a wrapper stops being a share and starts being a derivative on one.
670k tokenized-equity holders: growth signal or noise?
Bulls call it real adoption; skeptics call it growth from a small base. What the holder count can and cannot prove.
Backed or derivative? The tokenized equity fight
Pollak says Robinhood ships derivatives and Base will ship 1:1 backed. Critics say he has the facts wrong. For and against.
Robinhood Chain, week one: the broker eating crypto's rails
Seven days after mainnet it flipped Hyperliquid in 24h DEX volume, crossed $1B cumulative and ~350k addresses. Why a regulated broker absorbing crypto's rails is the real story — not a token.
Dual equity/token structures: is the token just exit liquidity?
The Venice $VVV debate — Dragonfly vs VIKTOR and Fiskantes on whether a token in a dual equity/token structure is real ownership or retail exit liquidity.
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